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KERN OIL & REFINING COMPANY PENSION PLAN 401k Plan overview

Plan NameKERN OIL & REFINING COMPANY PENSION PLAN
Plan identification number 001

KERN OIL & REFINING COMPANY PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KERN OIL & REFINING CO. has sponsored the creation of one or more 401k plans.

Company Name:KERN OIL & REFINING CO.
Employer identification number (EIN):330011506
NAIC Classification:324110
NAIC Description:Petroleum Refineries

Additional information about KERN OIL & REFINING CO.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1983-12-08
Company Identification Number: C1218346
Legal Registered Office Address: 7724 E. Panama Lane

Bakersfield
United States of America (USA)
93307

More information about KERN OIL & REFINING CO.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KERN OIL & REFINING COMPANY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01ROBERT WINCHESTER
0012016-01-01ROBERT WINCHESTER
0012015-01-01ROBERT WINCHESTER
0012014-01-01ROBERT WINCHESTER
0012013-01-01ROBERT WINCHESTER
0012012-01-01ROBERT WINCHESTER
0012011-01-01ROBERT WINCHESTER
0012010-01-01ROBERT WINCHESTER
0012009-01-01ROBERT WINCHESTER JR.

Plan Statistics for KERN OIL & REFINING COMPANY PENSION PLAN

401k plan membership statisitcs for KERN OIL & REFINING COMPANY PENSION PLAN

Measure Date Value
2022: KERN OIL & REFINING COMPANY PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01211
Total number of active participants reported on line 7a of the Form 55002022-01-01167
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01219
Number of participants with account balances2022-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: KERN OIL & REFINING COMPANY PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01188
Total number of active participants reported on line 7a of the Form 55002021-01-01166
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01207
Number of participants with account balances2021-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: KERN OIL & REFINING COMPANY PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01188
Total number of active participants reported on line 7a of the Form 55002020-01-01153
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01191
Number of participants with account balances2020-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: KERN OIL & REFINING COMPANY PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01172
Total number of active participants reported on line 7a of the Form 55002019-01-01153
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01190
Number of participants with account balances2019-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: KERN OIL & REFINING COMPANY PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01160
Total number of active participants reported on line 7a of the Form 55002018-01-01132
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01166
Number of participants with account balances2018-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: KERN OIL & REFINING COMPANY PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01155
Total number of active participants reported on line 7a of the Form 55002017-01-01126
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01159
Number of participants with account balances2017-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: KERN OIL & REFINING COMPANY PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01155
Total number of active participants reported on line 7a of the Form 55002016-01-01125
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01154
Number of participants with account balances2016-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: KERN OIL & REFINING COMPANY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01146
Total number of active participants reported on line 7a of the Form 55002015-01-01128
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01155
Number of participants with account balances2015-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: KERN OIL & REFINING COMPANY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01146
Total number of active participants reported on line 7a of the Form 55002014-01-01118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01143
Number of participants with account balances2014-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: KERN OIL & REFINING COMPANY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01145
Total number of active participants reported on line 7a of the Form 55002013-01-01117
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01144
Number of participants with account balances2013-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KERN OIL & REFINING COMPANY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01138
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01145
Number of participants with account balances2012-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: KERN OIL & REFINING COMPANY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01129
Total number of active participants reported on line 7a of the Form 55002011-01-01110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01137
Number of participants with account balances2011-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: KERN OIL & REFINING COMPANY PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01130
Total number of active participants reported on line 7a of the Form 55002010-01-01102
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0124
Total of all active and inactive participants2010-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01126
Number of participants with account balances2010-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: KERN OIL & REFINING COMPANY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01124
Total number of active participants reported on line 7a of the Form 55002009-01-01109
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01130
Number of participants with account balances2009-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on KERN OIL & REFINING COMPANY PENSION PLAN

Measure Date Value
2022 : KERN OIL & REFINING COMPANY PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,111,578
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$509,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$485,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$748,014
Value of total assets at end of year2022-12-31$12,097,033
Value of total assets at beginning of year2022-12-31$14,718,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,863
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$40,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$40,130
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$2,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,621,275
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,097,033
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,718,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,207,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,270,156
Value of interest in pooled separate accounts at end of year2022-12-31$4,976,132
Value of interest in common/collective trusts at end of year2022-12-31$2,913,133
Value of interest in common/collective trusts at beginning of year2022-12-31$3,448,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,469,995
Net investment gain/loss from pooled separate accounts2022-12-31$-48,784
Net investment gain or loss from common/collective trusts2022-12-31$-383,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$748,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$485,834
Contract administrator fees2022-12-31$23,863
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2022-12-31953705481
2021 : KERN OIL & REFINING COMPANY PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,713,303
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,087,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,073,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$649,565
Value of total assets at end of year2021-12-31$14,718,308
Value of total assets at beginning of year2021-12-31$15,093,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,615
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$110,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$110,675
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$699,981
Amount contributed by the employer to the plan for this plan year2021-12-31$699,981
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-374,695
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,718,308
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,093,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,270,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,322,725
Value of interest in common/collective trusts at end of year2021-12-31$3,448,152
Value of interest in common/collective trusts at beginning of year2021-12-31$2,770,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,576,882
Net investment gain or loss from common/collective trusts2021-12-31$376,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$649,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,073,383
Contract administrator fees2021-12-31$14,615
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2021-12-31953705481
2020 : KERN OIL & REFINING COMPANY PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,873,401
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,261,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,248,750
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$660,138
Value of total assets at end of year2020-12-31$15,093,003
Value of total assets at beginning of year2020-12-31$14,481,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,187
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$140,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$140,852
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$681,188
Amount contributed by the employer to the plan for this plan year2020-12-31$681,188
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$611,464
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,093,003
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,481,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$12,079
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,322,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,493,971
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,770,278
Value of interest in common/collective trusts at beginning of year2020-12-31$2,987,568
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,696,480
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$375,931
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$660,138
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,248,750
Contract administrator fees2020-12-31$1,108
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2020-12-31953705481
2019 : KERN OIL & REFINING COMPANY PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,693,326
Total income from all sources (including contributions)2019-12-31$3,693,326
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$551,772
Total of all expenses incurred2019-12-31$551,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$488,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$488,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$620,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$620,150
Value of total assets at end of year2019-12-31$14,481,539
Value of total assets at end of year2019-12-31$14,481,539
Value of total assets at beginning of year2019-12-31$11,339,985
Value of total assets at beginning of year2019-12-31$11,339,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$63,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$63,179
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$148,570
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$148,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$148,570
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$148,570
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$616,451
Amount contributed by the employer to the plan for this plan year2019-12-31$616,451
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$63,179
Administrative expenses (other) incurred2019-12-31$63,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,141,554
Value of net income/loss2019-12-31$3,141,554
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,481,539
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,481,539
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,339,985
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,339,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,493,971
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,493,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,774,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,774,033
Value of interest in common/collective trusts at end of year2019-12-31$2,987,568
Value of interest in common/collective trusts at end of year2019-12-31$2,987,568
Value of interest in common/collective trusts at beginning of year2019-12-31$2,565,952
Value of interest in common/collective trusts at beginning of year2019-12-31$2,565,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,405,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,405,429
Net investment gain or loss from common/collective trusts2019-12-31$519,177
Net investment gain or loss from common/collective trusts2019-12-31$519,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$620,150
Contributions received in cash from employer2019-12-31$620,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$488,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$488,593
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BARBICH,HOOPER,KING,DILL & HOFFMAN
Accountancy firm name2019-12-31BARBICH,HOOPER,KING,DILL & HOFFMAN
Accountancy firm EIN2019-12-31953705481
Accountancy firm EIN2019-12-31953705481
2018 : KERN OIL & REFINING COMPANY PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$186,469
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$601,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$545,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$535,233
Value of total assets at end of year2018-12-31$11,339,985
Value of total assets at beginning of year2018-12-31$11,754,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$55,860
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$157,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$157,147
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$572,396
Amount contributed by the employer to the plan for this plan year2018-12-31$572,396
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$55,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-414,911
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,339,985
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,754,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,774,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,956,159
Value of interest in common/collective trusts at end of year2018-12-31$2,565,952
Value of interest in common/collective trusts at beginning of year2018-12-31$2,798,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-271,445
Net investment gain or loss from common/collective trusts2018-12-31$-234,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$535,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$545,520
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BARBICH,HOOPER,KING,DILL & HOFFMAN
Accountancy firm EIN2018-12-31953705481
2017 : KERN OIL & REFINING COMPANY PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,475,457
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$549,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$499,489
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$530,348
Value of total assets at end of year2017-12-31$11,754,896
Value of total assets at beginning of year2017-12-31$9,828,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,859
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$95,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$95,573
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$530,348
Amount contributed by the employer to the plan for this plan year2017-12-31$530,348
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$49,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,926,109
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,754,896
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,828,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,956,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,268,760
Value of interest in common/collective trusts at end of year2017-12-31$2,798,737
Value of interest in common/collective trusts at beginning of year2017-12-31$2,560,027
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,537,447
Net investment gain or loss from common/collective trusts2017-12-31$312,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$530,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$499,489
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BARBICH,HOOPER,KING,DILL & HOFFMAN
Accountancy firm EIN2017-12-31953705481
2016 : KERN OIL & REFINING COMPANY PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,337,607
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$689,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$649,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$518,128
Value of total assets at end of year2016-12-31$9,828,787
Value of total assets at beginning of year2016-12-31$9,180,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,359
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$100,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$100,012
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$518,128
Amount contributed by the employer to the plan for this plan year2016-12-31$518,128
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$3
Administrative expenses (other) incurred2016-12-31$40,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$648,195
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,828,787
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,180,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,268,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,982,930
Value of interest in common/collective trusts at end of year2016-12-31$2,560,027
Value of interest in common/collective trusts at beginning of year2016-12-31$2,197,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$395,646
Net investment gain or loss from common/collective trusts2016-12-31$323,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$518,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$649,053
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2016-12-31953705481
2015 : KERN OIL & REFINING COMPANY PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$509,528
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$278,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$237,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$477,996
Value of total assets at end of year2015-12-31$9,180,592
Value of total assets at beginning of year2015-12-31$8,949,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,201
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$80,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$80,895
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$477,996
Amount contributed by the employer to the plan for this plan year2015-12-31$477,996
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$41,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$230,867
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,180,592
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,949,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,982,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,857,244
Value of interest in common/collective trusts at end of year2015-12-31$2,197,662
Value of interest in common/collective trusts at beginning of year2015-12-31$2,092,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-26,256
Net investment gain or loss from common/collective trusts2015-12-31$-23,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$477,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$237,460
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2015-12-31953705481
2014 : KERN OIL & REFINING COMPANY PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,190,148
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,080,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,048,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$467,831
Value of total assets at end of year2014-12-31$8,949,725
Value of total assets at beginning of year2014-12-31$8,840,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$32,221
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$191,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$191,342
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$467,831
Amount contributed by the employer to the plan for this plan year2014-12-31$467,831
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$183
Administrative expenses (other) incurred2014-12-31$32,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$109,435
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,949,725
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,840,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,857,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,702,269
Value of interest in common/collective trusts at end of year2014-12-31$2,092,481
Value of interest in common/collective trusts at beginning of year2014-12-31$2,138,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$386,809
Net investment gain or loss from common/collective trusts2014-12-31$143,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$467,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,048,492
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2014-12-31953705481
2013 : KERN OIL & REFINING COMPANY PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,135,243
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$567,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$537,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$452,833
Value of total assets at end of year2013-12-31$8,840,290
Value of total assets at beginning of year2013-12-31$7,272,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,439
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$230,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$230,302
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$452,833
Amount contributed by the employer to the plan for this plan year2013-12-31$452,833
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$17
Administrative expenses (other) incurred2013-12-31$30,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,567,504
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,840,290
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,272,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,702,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,458,509
Value of interest in common/collective trusts at end of year2013-12-31$2,138,021
Value of interest in common/collective trusts at beginning of year2013-12-31$1,814,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,063,945
Net investment gain or loss from common/collective trusts2013-12-31$388,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$452,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$537,300
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BARBICH HOOPER KING DILL & HOFFMAN
Accountancy firm EIN2013-12-31953705481
2012 : KERN OIL & REFINING COMPANY PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,301,629
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$124,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$102,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$451,695
Value of total assets at end of year2012-12-31$7,272,786
Value of total assets at beginning of year2012-12-31$6,095,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,261
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$141,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$141,100
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$451,695
Amount contributed by the employer to the plan for this plan year2012-12-31$451,695
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$52
Administrative expenses (other) incurred2012-12-31$21,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,177,482
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,272,786
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,095,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,458,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,383,511
Value of interest in common/collective trusts at end of year2012-12-31$1,814,277
Value of interest in common/collective trusts at beginning of year2012-12-31$1,711,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$522,953
Net investment gain or loss from common/collective trusts2012-12-31$185,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$451,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$102,886
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BARBICH HOOPER KING DILL & HOFFMAN
Accountancy firm EIN2012-12-31953705481
2011 : KERN OIL & REFINING COMPANY PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$396,688
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$540,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$531,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$404,907
Value of total assets at end of year2011-12-31$6,095,304
Value of total assets at beginning of year2011-12-31$6,239,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,967
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$59,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$59,841
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$404,907
Amount contributed by the employer to the plan for this plan year2011-12-31$404,907
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$955
Administrative expenses (other) incurred2011-12-31$8,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-143,899
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,095,304
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,239,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,383,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,290,540
Value of interest in common/collective trusts at end of year2011-12-31$1,711,793
Value of interest in common/collective trusts at beginning of year2011-12-31$948,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-62,149
Net investment gain or loss from common/collective trusts2011-12-31$-6,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$404,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$531,620
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BARBICH HOOPER KING DILL & HOFFMAN
Accountancy firm EIN2011-12-31953705481
2010 : KERN OIL & REFINING COMPANY PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,162,512
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$300,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$291,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$424,905
Value of total assets at end of year2010-12-31$6,239,203
Value of total assets at beginning of year2010-12-31$5,376,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,303
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$55,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$55,675
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$424,905
Amount contributed by the employer to the plan for this plan year2010-12-31$424,905
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$8,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$862,287
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,239,203
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,376,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,290,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,647,761
Value of interest in common/collective trusts at end of year2010-12-31$948,663
Value of interest in common/collective trusts at beginning of year2010-12-31$729,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$661,153
Net investment gain or loss from common/collective trusts2010-12-31$20,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$424,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$291,922
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2010-12-31953705481
2009 : KERN OIL & REFINING COMPANY PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$404,192
Amount contributed by the employer to the plan for this plan year2009-12-31$404,192

Form 5500 Responses for KERN OIL & REFINING COMPANY PENSION PLAN

2022: KERN OIL & REFINING COMPANY PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KERN OIL & REFINING COMPANY PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KERN OIL & REFINING COMPANY PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KERN OIL & REFINING COMPANY PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KERN OIL & REFINING COMPANY PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KERN OIL & REFINING COMPANY PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KERN OIL & REFINING COMPANY PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KERN OIL & REFINING COMPANY PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KERN OIL & REFINING COMPANY PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KERN OIL & REFINING COMPANY PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KERN OIL & REFINING COMPANY PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KERN OIL & REFINING COMPANY PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KERN OIL & REFINING COMPANY PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KERN OIL & REFINING COMPANY PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number319828
Policy instance 1
Insurance contract or identification number319828
Number of Individuals Covered219
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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